Florida Trust Wealth Management Co
All 13F Filings
- Location
- Sanibel, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 4,037,845
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 456 | 4,037,845 | 13F-HR | Florida Trust Wealth Management Co |
| Q2 2026 | 7/27/2026 | 461 | 4,018,022 | 13F-HR | Florida Trust Wealth Management Co |
| Q1 2026 | 5/14/2026 | 436 | 3,572,190 | 13F-HR | Florida Trust Wealth Management Co |
| Q4 2025 | 1/20/2026 | 415 | 3,621,030 | 13F-HR | Florida Trust Wealth Management Co |
| Q3 2025 | 10/29/2025 | 404 | 3,511,893 | 13F-HR | Florida Trust Wealth Management Co |
| Q2 2025 | 8/13/2025 | 392 | 3,252,649 | 13F-HR | Florida Trust Wealth Management Co |
| Q1 2025 | 4/15/2025 | 390 | 3,077,511 | 13F-HR | Sanibel Captiva Trust Company, Inc. |
| Q4 2024 | 1/15/2025 | 388 | 3,128,810 | 13F-HR | Sanibel Captiva Trust Company, Inc. |
| Q3 2024 | 10/8/2024 | 377 | 3,124,457 | 13F-HR | Sanibel Captiva Trust Company, Inc. |
| Q2 2024 | 7/22/2024 | 369 | 2,923,634 | 13F-HR | Sanibel Captiva Trust Company, Inc. |
| Q1 2024 | 5/21/2024 | 364 | 2,936,753 | 13F-HR | Sanibel Captiva Trust Company, Inc. |
| Q4 2023 | 2/16/2024 | 349 | 2,713,223 | 13F-HR | Sanibel Captiva Trust Company, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.303 M | 81.8% | 0 | 30.63 K | -30.63 K |
| ETFs | 734.7 K | 18.2% | 50.45 K | 0 | 50.45 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
4,037,845
Holdings
456
QoQ value change ($000)
19,823
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.